Retirement plan

GASTROINTESTINAL CLINIC OF THE QUAD CITIES, P.C. RETIREMENT PLAN

Name: GASTROINTESTINAL CLINIC OF THE QUAD CITIES, P.C. - GASTROINTESTINAL CLINIC OF THE QUAD CITIES, P.C. RETIREMENT PLAN (2021) Form 5500
Creator: GASTROINTESTINAL CLINIC OF THE QUAD CITIES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GASTROINTESTINAL CLINIC OF THE QUAD CITIES, P.C. RETIREMENT PLAN, GASTROINTESTINAL CLINIC OF THE QUAD CITIES, P.C.

GASTROINTESTINAL CLINIC OF THE QUAD CITIES, P.C.EIN 42-1168366Plan #001PY 2021

5041 UTICA RIDGE ROAD, SUITE 100 - DAVENPORT, IA 528073455847-468-8860LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#004Retirement-$3.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.6M

+15.5% from 2020

Total participants

-40.5% from 2020

Average account balance

$206,848

+94.2% from 2020

Annual return

16.00%

+2.68 pp from 2020

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.92M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$223K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

310.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$408K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.20%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3053

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$289K

$36165 / participant

Other / not subdivided$289K100.0%

% of EOY assets

6.358%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$206,848

$217,427-4.9%

$185,837+11.3%

$167,518+23.5%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

16.00%

148.39%-132.4pp

122.08%-106.1pp

478.71%-462.7pp

Employer contribution / active EE

$21,335

$5,874+263.2%

$5,168+312.8%

$4,838+340.9%

Participant deferral / active EE

$12,188

$6,357+91.7%

$5,568+118.9%

$6,342+92.2%

Admin fee / account holder

$13,151

$19,816-33.6%

$16,241-19.0%

$12,312+6.8%

GASTROINTESTINAL CLINIC OF THE QUAD CITIES, P.C. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GASTROINTESTINAL CLINIC OF THE QUAD CITIES, P.C. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion